Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Keiss is a financial advisor with Equity Services, Inc. based in Atlanta, Georgia. He has been in the industry since 2013 and has a wide range of experience in financial planning, investment management, and insurance. Matthew Keiss is registered with the state of Georgia as a Registered Representative (RR) and Investment Advisor Representative (IAR). He is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative (RR). Matthew Keiss holds the Series 6, 7, 26, 63, and 65 licenses. Matthew Keiss is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
02/28/2022 - Present
Equity Services, Inc. (ATLANTA GA)
GA
03/22/2013 - 03/09/2022
PRUCO SECURITIES, LLC. (ATLANTA GA)
IA
Issued 06/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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